This offer is eligible for new Bell Direct clients who open an account and place their first trade.

Access to Bell Potter research is available after you place your first trade.

The complimentary platinum live streaming data for one year offer is available from Monday 1st July 2024 until Sunday 15th September 2024 when you open a Bell Direct account and place your first trade.

You can generally start trading within:

• 3 working days if you have applied for a new holder identification number (HIN) for your trading account
• 4 working days if you have requested for a HIN transfer across from your previous broker to your trading account.

We will contact you if you require any further information on your application.

When your trading account is active, you can deposit funds into your Direct Investment Account and start trading.

You need:

• your ID details so we can verify your identity online (i.e. Australian passport or driver’s license)
• your bank account details (from an Australian bank)
• Tax File Number (optional)
• company or trust documents if you are opening an SMSF, company or trust account
• your HIN if you’re switching from another broker.

Login to your Bell Direct account. Select “Research and Tools”, then “Bell Potter research”.

Join Bell Direct and place your first trade – we’ll handle the rest!

Your complimentary streaming data service will be activated within 2 business days and will be complimentary for 1 year from the date it is activated.

You will receive an email confirming when your complimentary streaming data service has been activated.

This special offer is only available to new Bell Direct clients. Good news – as an existing Bell Direct client you can still access platinum live streaming data for $27.50 per month.

Watch the video: https://youtu.be/isjktWx_ra0

Or follow the steps:

Deposit funds into your Direct Investment Account electronically by either:

• • BPay: simply use the Biller Code and your BPay Reference
  • Electronic transfer: use your BSB and Account Number

To find your deposit details:

1. Click on the “My account” tab underneath the “My account” drop down button (this is in the top right of your page)
   

2. Scroll to the bottom of the page and you will see your ‘Trading account Information’.

3. On the left hand side you can view the BPay Biller Code and Reference number as well as the BSB and Account Number for the Electronic Funds Transfer.
   
4. Use either of these to fund your Direct Investment Account.
   Remember: You must deposit funds into your trading account first, then you can start trading.

The timing of your funds deposit reaching your Direct Investment Account  depend on your bank’s processing time.

If your deposit instruction was completed before your bank’s cut-off time, your funds will usually be in your Direct Investment Account the next business day. If your deposit instruction was completed after your bank’s cut-off time, your funds will normally be in your Direct Investment Account the following business day

To withdraw funds simply:

1. Click on the “Fund transfers” tab underneath the “My account” drop down button (this is in the top right of your page)
   
2. Or, within your trading account information (under “My account” in step 1 of finding your deposit details), click on “transfer funds out”.
   
3. Then, just follow the steps, and submit a funds transfer request online anytime from your Direct Investment Account to your nominated bank account.

4. Enter your trading PIN to complete the fund transfer request.

Your available transfer balance takes into account your cash balance and any buys pending settlement and open buy orders you have at the time of processing your transfer request. If you have sell orders that are due for settlement, you will only be able to transfer the funds out after the sell orders settle (T+2, between 12pm to 5pm AEST).

When you submit your transfer request before 2:30pm AEDT on business days, your funds transfer is processed on the same day and the funds should be in your nominated bank account the next working day.

After 2:30pm AEDT on a business day or on a non-business day, your instruction will be processed at 2:30pm the next business day.

The cut-off on non-settlement days and shortened ASX trading days such as Christmas Eve and New Year’s Eve is 12.30pm AEDT.

To transfer shares to your Bell Direct account, follow these steps:

1. Determine where the shares are held: at another broker or at a share registry.

2. Complete the correct transfer request form:

For shares from another broker:

• Login and go to Forms in the My Account tab
• Complete the Broker to Broker Transfer Request form.

Remember, your details at the other broker must exactly match the details you have with us to allow the transfer. If shares are currently held in a different name, complete an Off Market Transfer Request form (found in Forms in the My Account tab once logged in) (at a cost of $55 per holding).

For shares from a share registry:

• Login go to Forms in the My Account tab
• Complete the Issuer Sponsored Conversion Request form.

Remember, your details at the share registry must exactly match the details you have with us to allow the transfer. If shares are currently held in a different name, contact the share registry to change the details before submitting the Issuer Sponsored Conversion Request form.

You can find all the request forms on your My account tab once you have logged in.

Good news – if you’re in the process of opening a new online share trading account with us, you will have the option to transfer a HIN across during the online account setup process.

3. Send us your signed request form by:

• Email at support@belldirect.com.au
• Mail to Bell Direct, GPO Box 1630, Sydney NSW 2001

Once we’ve received it, we’ll transfer the shares into your Bell Direct account within 3 days.

Watch the video for more:

This information is general in nature only and you should consider whether it is appropriate for you. For more information visit belldirect.com.au or call 1300 786 199. Bell Direct is the trading name of Third Party Platform.